Monthly Savings Rate Tracker – Excel Template


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Description

Track income, spending and money saved or invested each month, your savings rate and 12-month average, and progress toward your savings rate goal.

  • Automatic summary: Months tracked, Total saved, Average savings rate, Months at or above goal
  • Calculated for you: Saved, Savings rate, Unaccounted, 12-month average, vs goal
  • Colour-coded status and progress highlights
  • Built-in chart that updates as you type
  • Example rows and a step-by-step "How to Use" sheet

Instant download (.xlsx). Works in Excel 2010+, Excel online, Google Sheets, Numbers and LibreOffice. Works with any currency.

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